Paul Dickey

James Schwartz is the sole advisor at Schwartz Investment Management Co. in Dickinson, ND, holding Series 63 and Series 65 licenses with 34 years of industry experience. The firm provides discretionary, fee-only investment management and financial planning services primarily to individual investors and trusts. Schwartz Investment Management Co. integrates investment management with a long-standing CPA tax practice, offering clients combined tax and investment perspectives. The firm emphasizes broad diversification, utilizes model portfolios and market research, and delivers regular written reviews and quarterly reporting.

Michael Parke is a CFP® and Series 65 licensed advisor with 35 years of experience in the financial services industry. He is the principal of Mike Parke Investment Management, LLC, based in Dickinson, ND. In addition to his advisory work, he is president and sole owner of a tax preparation business, Michael C. Parke Management Services, Inc. Mike Parke Investment Management, LLC provides investment supervisory services, financial planning, and advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on active management of individual stocks and bonds, utilizing a combination of fundamental, technical, and cyclical analysis supported by third-party research, and offers both discretionary portfolio management and flexible billing arrangements.

Jon Hendrickson is a financial advisor with Hendrickson Financial Services, LLC in Dickinson, ND, holding a Series 66 designation and 26 years of industry experience. He has been the owner of Hendrickson Financial Services since 2016 and has operated as a sole proprietor since 2004. Outside of advising, he serves as a voluntary board member of the Community Action Partnership in Western North Dakota and manages beverage inventory for the Theodore Roosevelt Medora Foundation. Hendrickson Financial Services provides discretionary asset management and financial planning primarily to individual clients. The firm employs individualized investment policy statements and risk-tolerance assessments, using both fundamental and technical analysis to construct and monitor portfolios.

Renae Polensky is a financial advisor at BFC Planning, Inc. with two years at the firm and one year of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she is the owner and CEO of Angel Advocates, LLC, which assists individuals with applying for Social Security benefits and health and life insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services, utilizing various platforms and strategies tailored by its advisers.

Tanner Steffan is a financial advisor with Principal Financial Services in Dickinson, ND, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Dakota Community Investments, Principal Life Securities, Securities America Advisors, and Dakota Community Bank & Trust. Outside of advising, he serves as vice president of the St John Endowment Fund, a local nonprofit organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various advisory and promoter arrangements.

Stacy Braun is a financial advisor at LPL Financial with 19 years of industry experience. She held a position at Investment Centers of America for 15 years before joining LPL Financial in 2017. Braun holds Series 63 and Series 66 credentials and is based in Dickinson, ND. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.